See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.6+ years Service code 16 · EIN 22-3189064 | Consulting | $44,692 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,334 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$94,144 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $378,683 | $100,801+275.7% | $149,696+153.0% | $73,409+415.9% |
| Participation rate | 96.9% | 77.7%+19.2pp | 82.5%+14.4pp | 72.2%+24.7pp |
| Annual return | 19.43% | 265.34%-245.9pp | 276.60%-257.2pp | 59.29%-39.9pp |
| Employer contribution / active EE | $8,045 | $3,312+142.9% | $4,644+73.2% | $2,234+260.2% |
| Participant deferral / active EE | $12,119 | $6,404+89.2% | $6,842+77.1% | $3,805+218.5% |
| Admin fee / account holder | $103 | $181-43.3% | $9,309-98.9% | $158-35.0% |